+265.1%
MU vs SMCI
-39.1%
+304.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.7% | -1.3% | -4.9% |
| 7D | -19.1% | -17.3% | -1.8% | -13.2% |
| 30D | -25.2% | -31.5% | +6.2% | -14.4% |
| 3M | -10.9% | -6.6% | -4.3% | -9.4% |
| 6M | +38.0% | +6.0% | +32.0% | +35.6% |
| YTD | +178.8% | +1.1% | +177.7% | +168.4% |
| 1Y | +265.1% | -37.6% | +302.7% | +302.8% |
| All | +265.1% | -39.1% | +304.3% | +302.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SMCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling